See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $467,707 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $301,581 |
CVAGS, LLC2 years Filed as: CVAGS LLC Service code 27 3333 RIVERWOOD PKWY SE STE 400 · ATLANTA, GA 30339 | Advisory (Plan) | $87,500 |
Service code 71 · EIN 27-0846572 | Brokerage Fees | $7,788 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,940 | $112,156-47.4% | $108,410-45.6% | $101,517-41.9% |
| Participation rate | 97.8% | 83.2%+14.6pp | 80.1%+17.7pp | 74.6%+23.3pp |
| Annual return | 19.81% | 15.85%+4.0pp | 905.27%-885.5pp | 21.00%-1.2pp |
| Employer contribution / active EE | $3,091 | $3,067+0.8% | $3,558-13.1% | $2,973+4.0% |
| Participant deferral / active EE | $4,464 | $6,696-33.3% | $6,563-32.0% | $4,873-8.4% |
| Admin fee / account holder | $104 | $75+39.9% | $7,295-98.6% | $139-25.2% |